Create or edit a branch view

Create a branch view when you would like to filter for a specific set of branches in the staff mix plan. The new Branch View or any changes to an existing Branch View are written to the Branch Forecasting database for use in the Branch Forecasting application. Use the Branches dialog to select the branches you would like to include in the Branch View.

Procedure 

  1. Go to Forecasting and Scheduling > Branch Planning > Staff Mixes.

  2. In the Plan Parameters widget Visual building block in an application that is interchangeable, depending on system or user configurations., select a Scenario.

  3. Select the Branch View icon.

  4. On the Branches dialog, select the branches you would like to include in the Branch View for the staff mix plan.

  5. Select Set.

Staff Mix Goals

Plan Parameters

Staff Mixes

Branch planning